Civic Intelligence

The Carpenter Foundation

990PF • Fiscal year 2020 • EIN 93-0491360

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 19, 2021

Organization Profile
824 East Main St No 102Medford, OR 97504

(541) 772-5851

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.44x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-72%

Higher net margin than 9% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$44,469

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$16,593,428

Down $386,695 (-2.3%) from 2019

Net Assets

Down

$16,332,770

Down $426,116 (-2.5%) from 2019

Liabilities

Up

$260,658

Up $39,421 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin9th percentile

Revenue

Down

$592,935

Down $411,022 (-41%) from 2019

Expenses

Down

$1,020,095

Down $4,731 (-0.5%) from 2019

Net Income

Down

-$427,160

Down $406,291 (-1947%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $16,374,530Liabilities 2011: $119,0102011Assets 2012: $15,647,860Liabilities 2012: $124,1912012Assets 2013: $15,918,057Liabilities 2013: $198,0002013Assets 2014: $16,112,287Liabilities 2014: $227,480Net Assets 2014: $15,884,8072014Assets 2015: $16,785,222Liabilities 2015: $250,795Net Assets 2015: $16,534,4272015Assets 2016: $17,623,844Liabilities 2016: $167,220Net Assets 2016: $17,456,6242016Assets 2017: $17,344,321Liabilities 2017: $137,582Net Assets 2017: $17,206,7392017Assets 2018: $17,023,269Liabilities 2018: $243,514Net Assets 2018: $16,779,7552018Assets 2019: $16,980,123Liabilities 2019: $221,237Net Assets 2019: $16,758,8862019Assets 2020: $16,593,428Liabilities 2020: $260,658Net Assets 2020: $16,332,7702020Assets 2021: $18,113,088Liabilities 2021: $331,463Net Assets 2021: $17,781,6252021Assets 2022: $18,791,579Liabilities 2022: $235,019Net Assets 2022: $18,556,5602022Assets 2023: $18,955,238Liabilities 2023: $219,819Net Assets 2023: $18,735,4192023Assets 2024: $18,649,940Liabilities 2024: $296,953Net Assets 2024: $18,352,9872024Assets 2025: $18,558,346Liabilities 2025: $379,555Net Assets 2025: $18,178,7912025

Highlighted filing

2020

Assets$16,593,428
Liabilities$260,658
Net Assets$16,332,770
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $259,058Expenses 2011: $864,106Net Income 2011: -$605,0482011Revenue 2012: $212,424Expenses 2012: $944,275Net Income 2012: -$731,8512012Revenue 2013: $1,173,782Expenses 2013: $977,394Net Income 2013: $196,3882013Revenue 2014: $1,169,287Expenses 2014: $1,004,537Net Income 2014: $164,7502014Revenue 2015: $1,638,784Expenses 2015: $989,164Net Income 2015: $649,6202015Revenue 2016: $1,931,668Expenses 2016: $1,057,546Net Income 2016: $874,1222016Revenue 2017: $772,015Expenses 2017: $1,050,369Net Income 2017: -$278,3542017Revenue 2018: $614,676Expenses 2018: $1,041,660Net Income 2018: -$426,9842018Revenue 2019: $1,003,957Expenses 2019: $1,024,826Net Income 2019: -$20,8692019Revenue 2020: $592,935Expenses 2020: $1,020,095Net Income 2020: -$427,1602020Revenue 2021: $2,523,290Expenses 2021: $1,081,494Net Income 2021: $1,441,7962021Revenue 2022: $1,677,416Expenses 2022: $902,481Net Income 2022: $774,9352022Revenue 2023: $1,367,354Expenses 2023: $1,188,495Net Income 2023: $178,8592023Revenue 2024: $920,491Expenses 2024: $1,302,923Net Income 2024: -$382,4322024Revenue 2025: $1,149,641Expenses 2025: $1,323,837Net Income 2025: -$174,1962025

Highlighted filing

2020

Revenue$592,935
Expenses$1,020,095
Net Income-$427,160
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY MOSTUETrustee/PresidentPT$43,174$1,295$44,469
KAREN C ALLANTrustee/VP & Sec-$0--
WILLIAM MOFFATTrustee/Treasurer/InvestmePT$0--
DAN THORNDIKEFamily Trustee-$0--
SUE NAUMESFamily Trustee-$0--
LINDA HUGLEPublic Trustee-$0--
MARY CURTIS GRAMLEYPublic Trustee-$0--
LEE MURDOCHPublic Trustee-$0--
PAUL NICHOLSONPublic Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Carpenter Foundation
EIN
93-0491360
Phone
5417725851
Address
824 EAST MAIN ST NO 102, MEDFORD, OR 97504

Signing Officer

Name
Emily Mostue
Title
President
Phone
5417725851
Signed
2021-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09636
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09636
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09636
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010855
IRS990PF/FMVAssetsEOYAmt018371885
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0220026
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064995
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014881505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014854250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016212436
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0192650
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0229300
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt016381
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt020009
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05479
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03628
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03628
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt016758886
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt016332770
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03780
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03780
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03780
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01863694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01654749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02075020
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt028587
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt031358
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06380
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06380
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05639
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016980123
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016593428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018371885
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0221237
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0260658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016980123
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016593428
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016758886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016332770
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018717040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt093104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018623936
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0280756
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0921814
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018436284
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018717040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt072302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt011048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAULA WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd097504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt043174
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt01295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EMILY MOSTUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN C ALLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM MOFFAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAN THORNDIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUE NAUMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LINDA HUGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARY CURTIS GRAMLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7LEE MURDOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8PAUL NICHOLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/VP & SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/TREASURER/INVESTME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3FAMILY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4FAMILY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd397504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd497504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd597504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd697504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd797504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd897504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0859758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0869394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0929471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0845767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0938684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0939608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0670359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046634

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,593,428
Liabilities
$260,658
Net assets
$16,332,770
Revenue
$592,935
Expenses
$1,020,095
Net income
-$427,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.38$18.2$1.15$1.32$0.17
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.30$18.4$0.92$1.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.22$18.7$1.37$1.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.24$18.6$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.33$17.8$2.52$1.08$1.44
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.26$16.3$0.59$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.00$1.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.24$16.8$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.14$17.2$0.77$1.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.17$17.5$1.93$1.06$0.87
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.5$1.64$0.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.23$15.9$1.17$1.00$0.16
2013Summary only. Only limited summary data is available for this year.$15.9$0.20$1.17$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$15.6$0.12$0.21$0.94$0.73
2011Summary only. Only limited summary data is available for this year.$16.4$0.12$0.26$0.86$0.61